Meet Charlie Epstein

A Traditional Career Path - With a Twist

The Creative Entrepreneur

Charlie grew up in a musically creative and entrepreneurial household. As a young man, he was inspired by his successful grandfathers: one traditionally successful in business, the other, successful in the performing arts. Early in his career, Charlie longed to combine these two powerful legacies. He began taking summers off to appear in "live" theatre- performing in plays from Neil Simon to Shakespeare! He became a Professional Stage Actor (His stage name: Charles Burtaine), hired a commercial agent and even did stand-up and improv in NYC. Each year Charlie took as much as 3-5 months off from the financial world to pursue his theatrical passions. During those times his financial business and income grew- 10X faster and easier than when he spent 100% of his time in business!! This experience laid the foundation for the powerful ideas, theories and processes Charlie will share with you, all grounded in his Passionate first-hand belief that, "...following one's heart and inner voice will lead you to Financial freedom, success and a life worth living..."

An Early Adopter of Profound Entrepreneurial Financial Principles

Charlie believes the cornerstone of creating success with your finances and your life, is to act like an entrepreneur! Eliminating an "entitlement mentality" and taking control of your life's choices and personal finances are the first steps to igniting and aligning your passions with your finances. Charlie's unique Family CFO Process helps you create A Bigger Future and "Paychecks for Life" to pay for all the things you desire to do with your life.

Charlie Epstein


401kWire has named Charlie one of the Top 100 Most Influential People in the Retirement Industry along with one of the Top 300 Most Influential Retirement Plan Advisors in the U.S.

Epstein Financial Services

Charlie Epstein has over 35 years of personal experience in the financial services Industry. He is the principal of Epstein Financial Services, LLC, a registered investment advisory firm, that offers his exclusive Family CFOProcess, a unique fee-only financial planning process that provides greater simplicity, focus and balance in your financial affairs. This services is designed for business owners, professionals and individuals who want to design a life that fully engages and ignites their passions. Our process creates greater financial independence, reduced financial anxiety and the "paychecks for life" to pay for all the things that you desire to do most with your life.

Epstein Financial provides corporate qualified retirement plan consulting services. We act as a fiduciary to your company-sponsored retirement plan and teach ourTrademarked "Paycheck for Life" Principles to your employees, leading to greater successful financial outcomes, and more engaged, satisfied and loyal employees.


The 401k Coach

Since 2002, Charlie's 401k Coaching Programs have trained over 4,000 advisors across the country his unique wisdom, and processes. Combined, these advisors are teaching hundreds of thousands of America's 401(k) Participants Charlie's 9 Paycheck for Life Principles and creating successful outcomes for America's workers.


401k Wire has named Charlie one of the Top 100 Most Influential People in the Retirement Industry, along with one of the Top 300 Most Influential Retirement Plan Advisors in the U.S.

Save America Save

His latest book "Save America Save, The Secrets of a Successful Retirement Plan" released in 2015, is written for the business owners, plan sponsor, and retirement plan trustees responsible for creating successful outcomes for their employees. Charlie's book, provides you with practical strategies, systems and solutions for engaging all of your employees to maximize this valuable lifetime benefit and create "paychecks for life!"

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Paychecks for Life

Charlie's first book, "Paychecks for Life, How to Turn Your 401k into a Paycheck Manufacturing Company," released in January 2012, has sold over 16,000 copies. Written exclusively for todays working American's, it's nine Paycheck for Life principles are solely focused on teaching you how to become the entrepreneurial "boss" of your 401(k) and Create a "paycheck for life" to pay for everything your desire to do.

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